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Sponsor portfolio

ROCKWELL BUILDING SYSTEMS, LLC

EIN 26-1151004-construction-Latest filing 2025
Plans
4
Retirement
2
$8.5M assets
Welfare
2
$1.3M premiums
Participants
431
10747 EASTWOOD EXECUTIVE CIR - RIVERVIEW, FL 335697301813-425-2734systemsbuild.comLinkedIn1-10 employeesconstruction
Plans on this EIN
4 filings
#001401k-$7.3M - 148 part#002TraditionalDB-$1.2M - 96 part#501Fully Insured-$1.3M - 85 lives#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $8.5M assets / 244 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN & TRUST (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $8.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)148
  • CASH BALANCE PLAN (#002)96
Total 244Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 85 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$51K
  • Short-term disability$20K
  • Life$17K
  • Other$17K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • UPMC HEALTH OPTIONS21%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HIGGINBOTHAM INS AGENCY INC84%
  • STAHL & ASSOCIATES INSURANCE INC.16%
Total $51K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROCKWELL BUILDING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.3M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLAN

TraditionalDB

Assets$1.2M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROCKWELL BUILDING SYSTEMS, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF FLORIDA

Premiums$1.3M
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROCKWELL BUILDING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$7.3M1482024
002ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLANTraditionalDB$1.2M962024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROCKWELL BUILDING SYSTEMS, LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS & BLUE SHIELD OF FLORIDA$1.3M852025
002ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLANSelf Funded-$002024
Retirement plans
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